Working With Family Clients
Steve Legler
Do you have family clients facing upcoming challenges as you work to prepare their wealth transition? Are the family dynamics planned for too?
The best advisors are those who bring the right people to the table, from both the family and the advisor side
Working With Family Clients Blog Posts
State of the Ecosystem from FFI 2026
My View of the Space, Post-Conference Every year since 2014, in late October, I’ve made my pilgrimage to the annual conference of…
On Family Communications Around “Wealth Transparency”
Just What Do We Need to Get Better at Talking About? Occasionally, I stumble upon something that I just know will make for a…
A Great Rulebook Still Requires a Competent Referee
Structure Alone Is Never Sufficient As a sports fan who roots for my favourite teams, it’s not uncommon for me to watch a game…
S3 E2 – Aging Parents, Family Transitions, and Sudden Loss ft. Steve Legler
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office? On this season of the Our…
Life as a Beta Test: It’s All Journey
Considering Some Existential Personal Viewpoints I’m one of those people who sometimes like to process thoughts out loud. In…
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Steve’s First Book on Family Business
Shift Your Family Business
Podcast
Working With Family Relationship Systems
Let’s Talk Family Enterprise Podcast Episode #52 Let’s Talk Family Enterprise Podcast Episode #52. Host: Steve Legler Guest…
Podcast: Fragile Power: Why Having Everything Is Never Enough
Let’s Talk Family Enterprise Podcast Episode #47. Host: Steve Legler Guest: Dr. Paul Hokemeyer In this episode, host Steve Legler…
The Myth of the Silver Spoon
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve…
Prenuptials: Engaged Healthy, Wealthy & Wise
Let’s Talk Family Enterprise Podcast Episode #44 Host Steve Legler speaks with Coventry Edwards-Pitt about her third book…
32: Who Are the Guardians of the Family Legacy?
Description In this out-of-the-ordinary episode, your host Steve Legler talks with Olivier de Richoufftz, Secretary General of…



